EVIMvsIBMRETF Comparison
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Eaton Vance Intermediate Municipal Income ETF (EVIM) and iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) belong to the same industry segment: Municipal Bonds. EVIM's top 3 sector exposures are Municipal, Sovereign and Non-Corporate. In contrast, IBMR's top sector exposures are Municipal and Non-Corporate. EVIM is more expensive with a Total Expense Ratio (TER) of 0.3%, versus 0.1% for IBMR. EVIM is down -1.37% year-to-date (YTD) with +$243M in YTD flows. IBMR performs better with 0.09% YTD performance, and +$139M in YTD flows. Run a side-by-side ETF comparison of EVIM and IBMR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EVIM vs IBMR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EVIM IBMR | -0.11%-0.03% | -2.83%-0.73% | -1.37%+0.09% | -0.36%+0.54% | +13.46%+12.70% | n/an/a |
| Flows | EVIM IBMR | +$92M+$22M | +$130M+$50M | +$243M+$139M | +$272M+$213M | +$388M+$506M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EVIM IBMR | +4.44%+2.33% | +2.93%+1.50% | +3.79%+2.41% | n/an/a |
| Max drawdown | EVIM IBMR | -5.06%-2.47% | -5.89%-2.75% | -5.89%-2.98% | n/an/a |
| Max drawdown duration | EVIM IBMR | 92d52d | 229d232d | 229d212d | n/an/a |
Trading data
EVIM | IBMR | |
Last sale 10/16/2026 at 1:30 PM | $50.96 | $24.96 |
| Previous close 10/15/2026 | $51.01 | $24.93 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EVIM
is actively managed and doesn’t replicate an indexEVIM | IBMR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
EVIM | IBMR | |
|---|---|---|
| Last price | $50.96 | $24.96 |
| 1D performance | -0.10% | +0.12% |
| AuM | $380.63 M | $507.40 M |
| E/R | 0.3% | 0.1% |
Characteristics
EVIM | IBMR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | - | S&P AMT-Free Municipal Series Callable-Adjusted Dec 2029 Index |
| N° of holdings | 165 | 820 |
| Asset class | - | Fixed Income |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2023 | May 9, 2023 |
| ESG | No | No |
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Exposure
Countries
EVIM
USA
51.84%
Other
48.16%
IBMR
USA
51.44%
Other
48.56%
Sectors
EVIM
Municipal
48.79%
Other
51.21%
IBMR
Municipal
50.4%
Other
49.6%
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Diversification
EVIM
Total weight of top 15 holdings out of 15
18.95%
IBMR
Total weight of top 15 holdings out of 15
6.71%
Top 15 holdings
Data as of August 31, 2026
EVIM
US83704NAF15
1.69%
US160853MR54
1.57%
California Community Choice Financing Authority, 5% 1oct2034, USD (2026G)
1.48%
Mississippi Business Finance Corp., FRN 1nov2035, USD (2011G)
1.45%
Gainesville (FL), FRN 1oct2042, USD (2012)
1.44%
Metropolitan Washington Airports Authority, 2.9% 1oct2039, USD (2009D)
1.40%
US47030FCZ27
1.31%
USA, Notes 3.875% 15jul2028, USD (AQ-2028)
1.21%
BlackRock Liquidity MuniCash
1.14%
New York Dormitory Authority, 5% 15mar2038, USD (2019A)
1.09%
US546475VV30
1.05%
US495290GV40
1.05%
Omaha Public Power District, 5% 1feb2048, USD (2026)
1.05%
Build NYC Resource Corp., 5.25% 15dec2031, USD (2026B-3)
1.05%
US292723DZ39
0.98%
IBMR
BlackRock Liquidity MuniCash
1.04%
US13034A5B23
0.74%
US575829PH38
0.55%
New Jersey, 5% 1jun2029, USD
0.52%
Los Angeles Unified School District, 5% 1jul2029, USD (2026)
0.45%
New York Dormitory Authority, 2.5% 1jul1993, USD
0.39%
Houston, 5% 1jul2029, USD (2018B)
0.38%
Los Angeles Metropolitan Transportation Authority, 5% 1jul2029, USD (2017-A)
0.38%
California, 5% 1oct2029, USD
0.34%
Palm Beach School Board, 5% 1aug2029, USD (2018C)
0.34%
US18085PTF17
0.33%
Pennsylvania, 5% 1apr2029, USD (2026)
0.33%
California, 5% 1sep2029, USD
0.33%
US13063EUP95
0.31%
Contra Costa Transportation Authority, 5% 1mar2029, USD (2018B)
0.29%
Frequently asked questions about EVIM and IBMR
How have the EVIM and IBMR ETFs performed in 2026?
As of October 16, 2026, EVIM is down -1.37% year-to-date (YTD), while IBMR has returned 0.09%. That puts IBMR better performer ahead so far this year.
Which ETF is attracting more investor money: EVIM or IBMR?
Year-to-date, the EVIM ETF saw +$243M in flows, compared to +$139M for IBMR.
Which ETF is more volatile: EVIM or IBMR?
Over the past year, EVIM had a volatility of 2.93%, while IBMR experienced 1.5%.
Which ETF is bigger: EVIM or IBMR?
As of October 16, 2026, EVIM holds $380.63 M in assets under management (AUM), while IBMR manages $507.40 M.
What sectors do the EVIM and IBMR ETFs invest in?
EVIM leans toward sectors like Municipal. Meanwhile, IBMR focuses on Municipal.
What are the top holdings of the EVIM ETF and IBMR ETF?
EVIM top holdings include US83704NAF15, US160853MR54 and California Community Choice Financing Authority, 5% 1oct2034, USD (2026G). IBMR holds in its top three: BlackRock Liquidity MuniCash, US13034A5B23 and US575829PH38.
Which ETF is more diversified: EVIM or IBMR?
EVIM holds 298 securities with 18.95% of its assets in the top 15. IBMR has 1822 securities and a top 15 weight of 6.71%.
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